Anic Equity¶
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Total return since start: 0.618 %¶
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Equity now: -----------------------------> 49438.12 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45376.91 Kr¶
PnL: ---------------------------------------> 320.91 Kr¶
DD now: ---------------------------------> -6.932 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 10:33:59.542952'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 1.300000 | 1682.460000 | 213.460000 | 14.530000 | 1468.999998 |
| Sedana Medical | 93 | 5.650000 | 2713.740000 | 192.740000 | 7.650000 | 2521.000011 |
| Orrön Energy | 180 | 4.110000 | 2141.100000 | 98.100000 | 4.800000 | 2043.000000 |
| Sagax A | 4 | 4.650000 | 900.000000 | 46.000000 | 5.390000 | 854.000000 |
| Atrium Ljungberg B | 5 | 2.830000 | 979.500000 | 44.500000 | 4.760000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 3.470000 | 1003.200000 | 42.200000 | 4.390000 | 960.999996 |
| Sagax B | 4 | 2.950000 | 892.400000 | 38.400000 | 4.500000 | 854.000000 |
| Catena | 2 | 3.240000 | 829.200000 | 37.200000 | 4.700000 | 792.000000 |
| JM | 6 | 1.910000 | 894.600000 | 30.600000 | 3.540000 | 864.000000 |
| Hoist Finance | 35 | 0.520000 | 1009.750000 | 29.750000 | 3.040000 | 980.000000 |
| Hexatronic Group | 12 | 1.880000 | 986.400000 | 19.400000 | 2.010000 | 966.999996 |
| Gränges | 9 | 1.840000 | 945.000000 | 17.000000 | 1.830000 | 927.999999 |
| Byggmax Group | 33 | 1.800000 | 970.200000 | 14.200000 | 1.490000 | 956.000001 |
| BioGaia B | 8 | 0.770000 | 941.600000 | 11.600000 | 1.250000 | 930.000000 |
| Bilia A | 8 | 0.620000 | 905.600000 | 5.600000 | 0.620000 | 900.000000 |
| Clas Ohlson B | 12 | 0.120000 | 975.600000 | 2.600000 | 0.270000 | 972.999996 |
| HEXPOL B | 9 | -0.440000 | 1023.300000 | 2.300000 | 0.230000 | 1020.999996 |
| AcadeMedia | 8 | 0.600000 | 403.200000 | 1.200000 | 0.300000 | 402.000000 |
| EQT | 4 | 0.580000 | 832.800000 | 0.800000 | 0.100000 | 832.000000 |
| Alimak Group | 11 | 0.480000 | 921.800000 | -6.200000 | -0.670000 | 927.999996 |
| ASSA ABLOY B | 3 | -0.540000 | 771.600000 | -7.400000 | -0.950000 | 779.000001 |
| OX2 | 13 | 0.210000 | 942.500000 | -7.500000 | -0.790000 | 949.999999 |
| Biotage | 7 | -1.040000 | 933.100000 | -7.900000 | -0.840000 | 940.999997 |
| VEF | 909 | 0.900000 | 1834.360000 | -15.640000 | -0.850000 | 1850.000436 |
| Creaspac SPAC | 39 | 0.110000 | 3701.100000 | -16.900000 | -0.450000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 0.450000 | 947.800000 | -19.200000 | -1.990000 | 966.999999 |
| Addnode Group B | 11 | -0.920000 | 893.200000 | -27.800000 | -3.020000 | 921.000003 |
| SKF B | 5 | -2.390000 | 909.750000 | -30.250000 | -3.220000 | 940.000000 |
| Vitec Software Group B | 2 | 0.580000 | 1048.000000 | -39.000000 | -3.590000 | 1087.000000 |
| Hexagon B | 26 | 0.920000 | 3421.600000 | -39.400000 | -1.140000 | 3461.000010 |
| Latour B | 4 | -0.100000 | 817.200000 | -39.800000 | -4.640000 | 857.000000 |
| Indutrade | 5 | 1.460000 | 1178.000000 | -40.000000 | -3.280000 | 1218.000000 |
| BHG Group | 97 | 3.440000 | 1401.650000 | -57.350000 | -3.930000 | 1458.999989 |
| Bufab | 3 | -1.080000 | 1041.600000 | -67.400000 | -6.080000 | 1109.000001 |
| INVISIO | 16 | -0.440000 | 3584.000000 | -105.000000 | -2.850000 | 3689.000000 |
| TOTAL | 45376.910000 | 320.910000 | -6.93186% | 45056.000411 |
Updated:¶
'2023-07-04 10:34:16.397755'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
